Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayBY ANNIE CHEN | WEDNESDAY, 27 MAR 2024 8:22AMThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers.
Bigger, older, hotter and deeper in debtWhile cynics may see the latest Intergenerational Report (IGR) as a futile exercise because projections, by their nature, never come true, it's one of ... Cybersecurity essentials for advisers and practice ownersIt's a scary reality that cyber breaches are becoming more and more common. AFCA determinations: Ignore at your perilAll AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA). Savers being robbed by inflationMany savers feel that they are, at last, enjoying higher rates of interest. Why being an adviser matters to meWorking as an adviser means we are privy to a lot of personal information and significant events in people's lives. It is why we think our purpose is ... The threat of a recession has subsided: Are your clients prepared for the next one?There's a saying in theatre: "Bad dress rehearsal, good opening night." In many ways, we just had a dress rehearsal for a recession. How to ensure your ETF engine has the right partsIt pays to look under the hood when comparing high yield exchange traded funds (ETFs) as the mechanics of competing products can be significantly different. Navigating the new Super Guarantee landscapeAs the financial world evolves, so do the complexities of navigating every Australian's financial future. There is no doubt super is one of the most tax ... Why financial advice from super funds is good for AustraliansWhile there has been disappointment in some quarters about the Government's response to the Quality of Advice Review (QAR), not least the Reviewer Michelle ... Hybrid advice is a runway to full adviceThrough all the changes to financial advice in recent years, one thing has remained constant - not enough people are getting the advice they need to achieve ... |
Latest News
Tranche one of advice reforms hits parliament
The legislation housing the first tranche of financial advice reforms that promise to reduce the red tape was introduced in parliament today.
Australia's wealthiest women not getting the advice they need
The number of new female millionaires is outpacing men, but new research suggests high-net-worth women are being left behind.
UK advisers told to review retirement advice processes
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right."
Listed companies drive economy's momentum: ABDO
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.